$Tesla Motors(TSLA)$  Tesla CEO Elon Musk said the U.S. automaker had signed a $16.5 billion deal to source chips from Samsung Electronics (005930.KS), a move expected to bolster the South Korean tech giant's loss-making contract manufacturing business.

Samsung's giant new Texas fab will be dedicated to making Tesla's next-generation AI6 chip. The strategic importance of this is hard to overstate," Musk said in a post on X on Monday.

Tesla is designing its own in-house AI chips (like Dojo and now AI6) to power:

• Full Self-Driving (FSD) computers

• Dojo supercomputer training clusters

• Robotaxi & future AI initiatives

This Samsung deal ensures a reliable, long-term chip supply until 2033—vital in a world where foundry capacity is scarce, and AI chip demand is exploding. 


# Winning Trades

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  • Maurice Bertie
    ·2025-07-28
    the only stock that it's cheaper than indexes. TSLA technology + AI keep roaring , ROBOTAXI baby!!!!
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  • Athena Spenser
    ·2025-07-28
    for longs would be the greatest hit for the investors. Wee long
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  • Porter Harry
    ·2025-07-28
    Nice analysis! Believe in the future potential of Tesla.
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  • happyli
    ·2025-07-28
    This is a game changer for Tesla
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